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Other Financial Services Businesses For Sale

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Reasonably Relocatable CPA Firm in Affluent Detroit Suburb

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

$298,000

Profitable Allstate Insurance Office in Levittown

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

$450,000

Cash Flow: $195,000

Established Merchant Services Company- Profitable & Scalable Business

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

$3,300,000

Cash Flow: $450,000

High-Profit Insurance Office, Recurring Income

Columbia, SC

Picture yourself walking into your own insurance office each morning, knowing you're building something that truly matters. This established insurance agency in Columbia offers you the perfect blend...

$13,490

$13,490

Cash Flow: $152,620

Public Sector & Youth Ad Sales Specialist

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$335,000

$335,000

Cash Flow: $110,000

Amazing New York City ATM portfolio for sale $69,500!

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

$69,500

Cash Flow: $34,000

Highly Profitable, Scalable Consumer Services Business

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

$63,000,000

Cash Flow: $10,500,000

5+ Y/O Online Trading Education Platform

Singapore

Business Start Date: 2020 Business Location: Singapore Business Valuation: $4,590,000 USD Employee Number (Inc. Owners): 3 Business Model: Online education and mentorship (courses, subscriptions,...

$4,590,000

$4,590,000

Cash Flow: $768,726

Eastern Idaho Semi-Virtual CPA Practice for Sale

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

$330,000

Well-Established EA Firm Located in SE Michigan

Jackson County, MI

This is a well-established Enrolled Agent practice offering a balanced mix of personal and business tax preparation, accounting, and other client services. The firm has a strong and loyal client base,...

$301,548

$301,548

Virtual Reno CPA Tax Practice for Sale

Washoe County, NV

Priced at less than 2x Cash Flow • The owner is a CPA • Clients are serviced remotely • Given the nature of the client base, the seller prefers a buyer with significant trust and estate knowledge and...

$650,000

$650,000

Cash Flow: $344,000

60-100%APR-Buy Car Accident Lawsuit Winning

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

$900,000

Nanaimo, BC, Compilation, Bookkeeping, Accounting and Tax Practice

British Columbia

Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional new clients onboarded in 2025 not...

$375,000

$375,000

RARE OPPORTUNITY: Large, Established Insurance Agency for Sale

$925,000 - Adams County, CO

$925,000

Adams County, CO

$700,000 Rev. Union County, NJ Pro

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Cash Flow: $448,502

Not Disclosed

Cash Flow: $448,502

$300,000 Revenue – NE Hartford, CT Area CPA Practice for Sale

Connecticut

Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the...

Not Disclosed

Cash Flow: $176,567

Not Disclosed

Cash Flow: $176,567

Larry Lawson

Viking Mergers & Acquisitions

Serving Hillsborough County, FL

Viking's leadership in the industry has pioneered and set the professional standard by which all Intermediary firms are measured. Viking Mergers & Acquisitions is committed to work diligently with every client, as an advocate providing a comprehensive consultative approach to each and every business transaction. Our goal is clear: to maximize the value you derive from buying a business.

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Accounting/ Tax Practice - Book of Business

Fort Myers, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

$1,200,000

Cash Flow: $432,085

North Central Nebraska CPA Practice for Sale

Garfield County, NE

This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams,...

$180,000

$180,000

Profitable, Turnkey Insurance Agency in North Texas – 35-Year Legacy

Dallas County, TX

An exceptional opportunity to acquire a top-performing insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in premium,...

$1,200,000

$1,200,000

South Kansas City CPA Practice For Sale

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $360,000! • Year-round service mix includes tax (58%)...

$400,000

$400,000

East Valley AZ CPA Practice for Sale

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

$620,000

Cash Flow: $187,000

$400,000 Revenue – NE Indianapolis, IN Tax Practice for Sale

Indianapolis, IN

Overview ABA Advisors represents this mostly tax practice located on the northeast side of Indianapolis, IN. The owner wishes to retire but is open to working part-time for the buyer. The Practice The...

Not Disclosed

Cash Flow: $257,404

Not Disclosed

Cash Flow: $257,404

Profitable CPA Firm Netting $250K+

Tippecanoe County, IN

This is a well-established and highly reputable CPA practice located in the Lafayette, Indiana area. The firm has built a strong reputation for providing quality accounting, tax, and advisory services...

$458,300

$458,300

Cash Flow: $258,420

Allstate Agency in Fairhope, Alabama

Fairhope, AL

Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...

$535,000

$535,000

Cash Flow: $282,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Meade Wallman

United Franchise Group

THIS. IS. THE. ONE. Check out this thriving Allstate agency!

Queen Annes County, MD

High PRO achievement level performance agency that is on pace for PRO in 2026 The agency holds active P&C appointments in MD, VA, DE and DC $6.7mm earned premium 84% net retention rate 76% policy...

$1,425,000

$1,425,000

Reasonably Relocatable Tax & Accounting Practice In Tippecanoe County

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

$136,109

Construction Lien Filing Service

Wayne County, MI

This is a great opportunity to own an online website company that processes and files Mechanics Liens, Construction Liens, and Property Liens nationally, as well as providing other construction...

$125,000

$125,000

Cash Flow: $56,577

North Dallas, TX Based Semi-Virtual CPA Practice for Sale

Dallas, TX

This Semi-Virtual CPA practice for sale is based in North Dallas, TX and has annual gross revenue of approximately $1,750,000. The practice serves a high-quality client base consisting primarily of...

$2,845,000

$2,845,000

Cash Flow: $760,370

Southeast Florida Allstate Agency For Sale!!

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$960,000

$960,000

North OKC Metro CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

$210,000

Elite 30+ Year Allstate Agency – Anchorage, Alaska Area

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

$3,700,000

Cash Flow: $572,229

$540,000 Revenue – Roswell, GA Virtual Tax Practice for Sale

Roswell, GA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This...

Not Disclosed

Cash Flow: $250,000

Not Disclosed

Cash Flow: $250,000

Swiss Listed Investment Group

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

$272,000,000

Vintage Swiss Trust Company Para-Banking License

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

$2,000,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Meade Wallman

United Franchise Group

Swiss FINMA Regulated Trust Company

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

$750,000

Anthem (Phoenix) Arizona EA Tax Practice for Sale

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • Software in use includes ATX MAX • Approximately 373 individual tax returns with an average fee of $449 per return • Approximately 35...

$240,000

$240,000

Cash Flow: $124,000

Kent County, Rhode Island CPA Firm for Sale

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$850,000

$850,000

Cash Flow: $450,000

Mississauga, ON CPA Audit Practice For Sale

Ontario

An established CPA audit practice with 2025 annual billings of $501,720, with only 7% of audit work, is now available for sale. Service Mix: - Accounting, Bookkeeping & Compilations: 48% ($242K) -...

$620,000

$620,000

37yr Bail Bond Business In Downtown Houston

Houston, TX

Not often an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$450,000

$450,000

Mid-Coast Maine CPA Practice for Sale

Maine

• Quality tax practice for sale in picturesque lower Mid-Coast Maine • Revenues are derived from tax services for individuals (73%) and business / other entities (27%) • Current year gross revenues...

$340,000

$340,000

Cash Flow: $188,000

High Margin | 57 Location ATM Route | BC

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

EBITDA: $128,000

Not Disclosed

EBITDA: $128,000

$600,000 Revenue – Naples, Florida CPA Firm for Sale

Naples, FL

Overview ABA Advisors represents this CPA firm located in Naples, FL. The owner is willing to continue working for the buyer for several years on a part-time basis to assist in client retention. The...

Not Disclosed

Cash Flow: $409,726

Not Disclosed

Cash Flow: $409,726

James Balliet

Keller Williams Real Estate- The James Balliet Property Group

Serving Lehigh County, PA

James is considered one of the top real estate resources in the Northeastern, Pennsylvania/ Philadelphia DMA. His client list includes representation of some of the nations most successful landlords, shopping center owners and developers including Cabela’s Ventures(NE), Regency Centers (FL), K Mart Corporation (MI), United Artists Theatres (CO), Emmes Management (NY), Deb Shops Real Estate (PA), The Keith Corporation (NC), Circuit City Stores (VA) and Developers Diversified Realty (OH). James has also completed multiple Lease or Sale transactions with Marriott Hotels, Rooms Today (Schottenstein Management ), Sleepy’s-the mattress professionals, The UPS Store, Aaron’s Rents, Tractor Supply Co., True Value Hardware, Huntington Learning Centers, Schoeneman Beauty Supply, Bethlehem Steel Credit Union, U.S. Army Corps of Engineers, Little Caesar’s Pizza, and many more national, regional and local office/ retail tenants. James is a member of : National Association of Realtors (NAR), Pennsylvania Association of Realtors (PAR), Lehigh Valley Association of Realtors (LVAR) and the International Council of Shopping Centers (ICSC). James is also a proud member of the Lehigh Valley Chamber of Commerce. Title:President, The James Balliet Property Group Languages Spoken:English Markets: Northeastern Pennsylvania and Central/ South New Jersey

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65%+ SDE CPA Firm For Sale in NE Tennessee

Tennessee

Well-established and highly profitable CPA practice located in Northeast Tennessee. This firm generates over $500,000 in annual revenue with an excellent service mix, including personal and business...

$579,700

$579,700

Cash Flow: $350,000

The Only Pawn and Gun Shop In Hobe Sound

Martin County, FL

Charming Hobe Sound Pawn Shop for Sale – A Golden Opportunity with Heart Nestled in the heart of beautiful Hobe Sound, this beloved neighborhood pawn shop is more than just a business—it’s a trusted...

$65,000

$65,000

Multi-Revenue Stream Business Brokerage

$67,500 - Lafayette County, LA

$67,500

Lafayette County, LA

Meade Wallman

United Franchise Group

Fort Smith Area Tax & Accounting Practice For Sale

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $185,000! • Service mix includes...

$215,000

$215,000

Established Independent Contractor Network

San Diego County, CA

Since the Company was founded 35 years ago, it has invested in building out an independent contractor network and associated technology platform that are now well established and continue to generate...

Not Disclosed

EBITDA: $456,000

Not Disclosed

EBITDA: $456,000

Yuma AZ CPA Practice for Sale

Yuma County, AZ

• The owner is a CPA • This practice was established in 1981 • Tremendous growth potential for an ambitious new owner • Software in use includes Lacerte, QuickBooks, RIA Checkpoint • Approximately...

$240,000

$240,000

Cash Flow: $192,000

Federal Way, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 1976 • Software in use includes Intuit ProSeries • Approximately $27,540 in annual revenue, via bookkeeping (9 clients) • Approximately $5,000...

$250,000

$250,000

Cash Flow: $81,400

Silverton, OR CPA Practice for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

$1,000,000

Cash Flow: $519,942

Executive Franchise Opportunity – Help Business Owners Exit - Portland

Portland, OR

Are you an entrepreneur looking for your next big opportunity? Business brokerage could be the perfect fit. This established Portland territory is backed by a 30+ year national franchise with a proven...

$54,000

$54,000

Northeast Ohio - Beachwood area

Beachwood, OH

• Well established, single owner CPA practice • 64% tax preparation, 23% accounting, 13% tax planning/consulting • Avg 1040 fee ~ $1,000; avg business return ~ $1,500 • Strong staff in place,...

$2,700,000

$2,700,000